See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,322 | $113,339+37.0% | $94,993+63.5% | $147,584+5.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 18.63% | 20.77%-2.1pp | 27.12%-8.5pp | 578.55%-559.9pp |
| Employer contribution / active EE | $4,267 | $3,160+35.0% | $2,603+63.9% | $4,876-12.5% |
| Participant deferral / active EE | $11,642 | $3,777+208.2% | $3,317+251.0% | $5,439+114.1% |
| Admin fee / account holder | $727 | $6,063-88.0% | $4,960-85.4% | $10,885-93.3% |